SERVICES

At 7th Street we believe everyone can benefit from financial planning. At the same time we understand that not everyone is in the same place financially or has the same planning needs. As a result, we offer a variety of different plans and price points designed to be catered to fit your unique needs. 

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COMPREHENSIVE

PLANNING

Full financial planning services including debt management, insurance, education, investments, retirement, tax and estate planning

From:

$99/mo.

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PROJECT BASED

PLANNING

Perfect for those who are looking for one-time advice.

From:

$399

Business Person Present To Professional

HOURLY

PLANNING

For those with small planning needs that will take less than 10 hours.

From:

$125/hour

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INVESTMENT

MANAGEMENT

Oversight and management of invested assets to ensure a diversified and risk appropriate portfolio engineered to meet investors objectives.

.50% of assets

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COLLEGE

PLANNING

Work with families to identify schools that are a good financial fit, including assessment of need based and merit aid through determining how to pay.  

$1200